Position in BCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$94,627
+$49,747 QoQ
Shares Held
3,523
+66.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#393
of 552 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RICHARDSON FINANCIAL SERVICES INC. holds $3,915,300 across 10 Banks - Diversified names. BCS ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,983 | $1,958,413 | |
| 2 | C |
Citigroup Inc
|
4,701 | $657,951 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,815 | $407,077 | |
| 4 | BAC |
Bank Of America Corp /De/
|
5,528 | $314,985 | |
| 5 | TD |
Toronto Dominion Bank
|
927 | $112,565 | |
| 6 | SAN |
Banco Santander, S.A.
|
7,512 | $103,665 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
4,246 | $100,120 | |
| 8 | RY |
Royal Bank Of Canada
|
479 | $99,138 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,627 | 3,523 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $44,880 | 2,121 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,047 | 827 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||